Malls over metals: trends to watch in the second half

It took energy 3 months to extend its lead as the best performing sector of 2011 - and only 10 days to wipe that all out. The top performing sector year-to-date is now Healthcare, imagine that.

The Morningstar healthcare sector is up 13.4% for 2011, led by big moves in boring giant stocks like Sanofi-Aventis - the $100 billion company has seen a 22% gain in its share price since January 1. All the top-performing large cap ETFs this year are healthcare focused, you're just not hearing about them above the din of Fedhating and inflation predictions.